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Williams-Sonoma
WSM

Overview Fund Activity

608 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 196 reducing their positions, and 78 closing their positions.

Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
77
Increased
244
Reduced
196
Closed
78
Calls
$103M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
+$2.39M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$788M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$42.3M
3
Ameriprise
3
Ameriprise
Minnesota
$73.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.6M
5
Coatue Management
5
Coatue Management
New York
$35M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$514M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$22.3M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$515M
4
BlackRock
4
BlackRock
New York
$709M
5
Bank of America
5
Bank of America
North Carolina
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$825M 7,437,864 -196,347 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$788M 7,104,812 +1,064,242 +18%
BlackRock
3
BlackRock
New York
$709M 6,390,888 -423,073 -6%
Aristotle Capital Management
4
Aristotle Capital Management
California
$515M 4,639,495 -462,852 -9%
Capital Research Global Investors
5
Capital Research Global Investors
California
$514M 4,632,566 -842,407 -15%
BC
6
Blackhill Capital
New Jersey
$446M 4,016,270 +2,500 +0.1%
State Street
7
State Street
Massachusetts
$246M 2,221,545 -132,401 -6%
HMP
8
HS Management Partners
New York
$189M 1,699,540 +43,836 +3%
First Trust Advisors
9
First Trust Advisors
Illinois
$160M 1,439,449 +30,538 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$130M 1,167,009 +115,591 +11%
Select Equity Group
11
Select Equity Group
New York
$104M 937,544 -17,798 -2%
CAM
12
Congress Asset Management
Massachusetts
$101M 906,742 -1,181 -0.1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$98.3M 885,986 +96,495 +12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$97.9M 882,170 +20,242 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$97M 874,445 -24,767 -3%
Northern Trust
16
Northern Trust
Illinois
$93.2M 840,431 -120,964 -13%
Morgan Stanley
17
Morgan Stanley
New York
$76.6M 690,752 +320,037 +86%
Ameriprise
18
Ameriprise
Minnesota
$73.1M 658,945 +341,803 +108%
Norges Bank
19
Norges Bank
Norway
$71.6M 645,491 +24,518 +4%
Goldman Sachs
20
Goldman Sachs
New York
$71.1M 640,563 +170,511 +36%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$58.6M 528,589 -143,423 -21%
Principal Financial Group
22
Principal Financial Group
Iowa
$46.8M 421,582 +148,132 +54%
Wells Fargo
23
Wells Fargo
California
$46.4M 418,412 -24,017 -5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$45.7M 421,956 +21,316 +5%
Charles Schwab
25
Charles Schwab
California
$44.4M 400,590 -5,118 -1%
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